SW
VTWO icon

SVB Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

SVB Wealth’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1M Sell
132,310
-14,494
-10% -$1.65M 1.01% 22
2026
Q1 		$14.7M Sell
146,804
-4,984
-3% -$520K 0.97% 22
2025
Q4 		$15.1M Buy
151,788
+4,462
+3% +$444K 0.89% 24
2025
Q3 		$14.4M Sell
147,326
-3,142
-2% -$292K 0.78% 26
2025
Q2 		$13.1M Sell
150,468
-24,880
-14% -$2.02M 0.7% 31
2025
Q1 		$14.1M Buy
175,348
+33,069
+23% +$2.9M 0.58% 24
2024
Q4 		$12.7M Buy
142,279
+106,429
+297% +$9.82M 0.24% 65
2024
Q3 		$3.2M Sell
35,850
-71,928
-67% -$6.22M 2.73% 9
2024
Q2 		$8.83M Buy
107,778
+17,794
+20% +$1.45M 0.22% 110
2024
Q1 		$7.65M Buy
89,984
+46,726
+108% +$3.77M 0.17% 133
2023
Q4 		$3.51M Buy
+43,258
New +$3.13M 0.09% 185
2022
Q1 		– Sell
-3,964
Closed -$356K – 848
2021
Q4 		$356K Hold
3,964
– – 0.01% 528
2021
Q3 		$350K Hold
3,964
– – ﹤0.01% 722
2021
Q2 		$366K Hold
3,964
– – ﹤0.01% 676
2021
Q1 		$353K Buy
+3,964
New +$349K ﹤0.01% 628

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SVB Wealth's VTWO Position: Q2 2026 in Review

SVB Wealth reduced its Vanguard Russell 2000 ETF (VTWO) stake by 9.9% in Q2 2026, selling an estimated $1.65M and leaving 132,310 shares worth $16.1M. The position accounts for 1.01% of the portfolio, ranked #22.

SVB Wealth first reported a position in VTWO in Q1 2021 and has held it in 15 quarters since. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • SVB Wealth held 132,310 shares of Vanguard Russell 2000 ETF worth $16.1M as of Q2 2026.
  • SVB Wealth sold 14,494 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $1.65M.
  • Vanguard Russell 2000 ETF made up 1.01% of SVB Wealth's portfolio in Q2 2026, its #22 holding.
  • SVB Wealth first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 15 quarters since.
  • 739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.